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Meitav Investment House’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Meitav Investment House’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Buy
+130,790
New +$3.23M 0.02% 157
2023
Q3 		– Sell
-1,328
Closed -$32.7K – 484
2023
Q2 		$32.7K Buy
+1,328
New +$33.3K ﹤0.01% 477

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Meitav Investment House's SCHR Position: Q2 2026 in Review

Meitav Investment House opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 130,790 shares worth $3.22M. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in SCHR as recently as Q2 2023.

Meitav Investment House first reported a position in SCHR in Q2 2023 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Meitav Investment House held 130,790 shares of Schwab Intermediately-Term US Treasury ETF worth $3.22M as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Meitav Investment House position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Meitav Investment House's portfolio in Q2 2026, its #157 holding.
  • Meitav Investment House first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.